VitalStone Financial’s US Foods USFD Stock Holding History

VitalStone Financial’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$8.49K	Buy	+138	New	+$7.72K	0.01%	279
2024 Q2	–	Sell	-139	Closed	-$8K	–	589
2024 Q1	$8K	Buy	139 +138	+13,800%	+$6.8K	0.01%	303
2023 Q4	$0	Hold	1	–	–	﹤0.01%	594
2023 Q3	$0	Hold	1	–	–	﹤0.01%	648
2023 Q2	$0	Buy	+1	New	+$40	﹤0.01%	1057
2023 Q1	–	Sell	-1	Closed	–	–	514
2022 Q4	$0	Buy	+1	New	+$32	﹤0.01%	595

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

VitalStone Financial's USFD Position: Q3 2024 in Review

VitalStone Financial opened a new position in US Foods (USFD) in Q3 2024: 138 shares worth $8.49K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings. This is a return to the name: VitalStone Financial previously reported a position in USFD as recently as Q1 2024.

VitalStone Financial first reported a position in USFD in Q4 2022 and has held it in 6 quarters since. 504 funds tracked by Wall St. Rank hold USFD as of Q3 2024.

VitalStone Financial held 138 shares of US Foods worth $8.49K as of Q3 2024.
US Foods was a new VitalStone Financial position in Q3 2024.
US Foods made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #279 holding.
VitalStone Financial first reported a position in US Foods in Q4 2022 and has held it in 6 quarters since.
504 funds tracked by Wall St. Rank held US Foods as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.